Directed Dollars Publishing Company
Training and Education
We believe individual financial educational needs will vary by age; therefore, we have developed three different workshops. All workshops are six hours in length, not including breaks, and we can deliver them either on or off site.
Workshop #1: Early Career Financial Planning
This workshop is targeted at employees under the age of 30. We will cover a variety of financial topics that will prepare employees to seriously reevaluate past financial decisions and take appropriate actions. I have taught hundreds of employees and the most common response I get is. “I wish I had known this when I was younger.” Well,
Look at what we will do in this workshop.
Workshop #2: Mid-Career Financial Planning
Most employees in this bracket (ages 30 to 50) are confused about their finances because of conflicting advice from friends, relatives, and the media. The purpose of this workshop is to facilitate a mid-course correction and get them back on track. We cover a large range of personal finance topics.
Look at what we will do in this workshop.
Workshop #3: Pre-Retirement Planning
Even for those with years left before they retire, time is running out. Decisive action is needed to put things into place for the future. The purpose of this workshop is to provide the necessary tools to do just that.
Look at what we will do in this workshop.
Individuals with two years or less to retirement should enroll in our Near-Term Pre-Retirement Planning Program. This program offers individual counseling.